Prosperity Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,020
| Closed | -$207K | – | 105 |
|
|
2024
Q2 | $207K | Buy |
+2,020
| New | +$207K | 0.07% | 100 |
|
|
2023
Q3 | – | Sell |
-2,378
| Closed | -$227K | – | 88 |
|
|
2023
Q2 | $227K | Buy |
2,378
+104
| +5% | +$9.92K | 0.09% | 84 |
|
|
2023
Q1 | $213K | Buy |
+2,274
| New | +$213K | 0.09% | 85 |
|
|
2022
Q2 | – | Hold |
0
| – | -$116K | – | 96 |
|
|
2022
Q1 | – | Hold |
0
| – | -$242K | – | 77 |
|
|
2021
Q4 | – | Hold |
0
| – | -$297K | – | 69 |
|
|
2021
Q3 | – | Hold |
0
| – | -$226K | – | 62 |
|
|
2021
Q2 | – | Sell |
-2,172
| Closed | -$218K | – | 68 |
|
|
2021
Q1 | $218K | Sell |
2,172
-739
| -25% | -$74.2K | 0.15% | 69 |
|
|
2020
Q4 | $294K | Buy |
+2,911
| New | +$294K | 0.25% | 54 |
|